FUNDRAISING NEWS | February 14, 2024
Stifel has added Chehalis, WA-based Columbia Crest Financial Advisors, which manages approximately $335 million in assets.
They were previously part of Wells Fargo and led by Richard Reith and Laura Nelson. Reith began his career in the investment industry in 2007, initially joining A.G. Edwards & Sons. He subsequently moved to Wells Fargo in 2008. Conversely, Nelson started her investment career in 2013 at LPL before moving to Wells Fargo in 2014.
The team also includes advisors Silas Newkirk and Trina Whitten, with Whitten operating from a satellite office in Roseburg, Oregon. The four-person advisor team provides investment advice and insurance along with planning around retirement, taxes and estates.
John Washington is the Data Research Analyst at Dakota.
